LIST ALL YOUR ASSETS

  LIST ALL YOUR LIABILITIES

Format: 1000000

PROPERTY

 (£)

LIABILITIES

 (£)

Main home (or your share in it)

Mortgage outstanding:

Second/holiday home (or your share in it)

Bank overdraft:

Investment property (or your share in it)

Bank Loans:

Other Loans:

SAVINGS

Consumer credit debts:

Bank Accounts:

Credit card debts:

Building Society accounts:

Other debts:

Tessa account:

ISA account:

TOTAL ASSETS   £

Premium Bonds:

    LESS TOTAL LIABILITIES  £

National Savings accounts:

National Savings Certificates:

                         VALUE OF ESTATE   £

Other savings – UK:

Other savings – Overseas:

INSURANCE

Life Insurance:

Endowment Policies:

TWO THINGS THAT REALLY MATTER:-

Other Insurance:

                      1. Safeguarding a will

INVESTMENTS

Stocks & Shares:

PEPS:

Unit Trusts/Investment Trusts:

Other Investments:

PERSONAL POSSESSIONS

Furniture and fittings:

Jewellery:

Pictures and works of art:

Antiques:

Collections (coins/stamps/books etc):

Car:

Motorcycle:

Boat:

Caravan:

Other personal possessions:

OTHER ASSETS

Loans – money owed to you:

Shares in private business:

Any other assets  ( i.e. Pensions):